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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
501
Marietta Investment Partners
Wisconsin
$283K – – –
CC
502
Callan Capital
California
$283K +$280K +4,195 New
USCWA
503
U.S. Capital Wealth Advisors
Texas
$282K +$279K +4,184 New
SC
504
Savant Capital
Illinois
$280K +$46.7K +700 +20%
PPG
505
Peak Planning Group
Colorado
$277K -$79.9K -1,198 -23%
GAM
506
Griffin Asset Management
New York
$277K – – –
SCP
507
Sivia Capital Partners
California
$276K +$273K +4,097 New
CP
508
Covenant Partners
Tennessee
$275K – – –
MHR
509
Matthew Hamilton Rosenberg
$275K +$13.7K +205 +5%
CB
510
Commerce Bank
Missouri
$274K +$44.6K +669 +20%
GSEP
511
Golden State Equity Partners
California
$273K -$110K -1,653 -29%
KOCAA
512
Knights of Columbus Asset Advisors
Connecticut
$273K – – –
PWPS
513
Pinnacle Wealth Planning Services
Ohio
$269K -$2.8K -42 -1%
EI
514
Ethic Inc
New York
$268K +$61.7K +925 +30%
AWM
515
Aprio Wealth Management
Georgia
$268K +$265K +3,978 New
PA
516
Parallel Advisors
California
$268K -$10.5K -157 -4%
LSC
517
Lesa Sroufe & Co
Washington
$267K -$1.94M -29,032 -88%
SWS
518
SYSTM Wealth Solutions
Illinois
$265K +$23K +345 +10%
9WM
519
9258 Wealth Management
Ohio
$262K +$41.1K +616 +19%
CIM
520
Chiron Investment Management
New York
$262K – – –
HCP
521
Hexagon Capital Partners
Arkansas
$262K +$79.8K +1,197 +45%
CTC
522
Cetera Trust Company
Minnesota
$261K +$258K +3,870 New
SCA
523
Sippican Capital Advisors
Massachusetts
$259K – – –
SVWAG
524
Sound View Wealth Advisors Group
Georgia
$259K +$17.5K +263 +7%
ATIA
525
American Trust Investment Advisors
New Hampshire
$254K – – –
19 20
21
22 23